Job Description
Managing Director – Finance & Accounting Advisory
At CFGI, Managing Directors serve as key leaders in our organization, working closely with C-level executives at Fortune 500, mid-cap, and start-up companies. As a Managing Director, you will take ownership of client relationships, drive engagement success, and play a pivotal role in the firm’s business development and growth strategies.
Take ownership of your career at CFGI:
· Lead high-impact engagements across various industries and complex accounting topics.
· Act as a strategic advisor to clients, providing expertise in technical accounting, transaction support, and regulatory reporting.
· Build and manage long-term client relationships and expand CFGI’s market presence.
· Drive firm initiatives, contribute to thought leadership, and mentor high-performing teams.
What you might expect
· Strategic Client Leadership: Serve as a subject matter expert in multiple accounting areas, advising clients on complex financial transactions, including IPOs, M&A, divestitures, and capital markets activities.
· Engagement Ownership: Lead and oversee all aspects of client engagements, from scoping to execution, ensuring timely and high-quality deliverables.
· Regulatory & Financial Reporting Expertise: Guide clients in preparing financial statements and regulatory filings (e.g., 10-Ks, 10-Qs, S-1s, and S-4s) in compliance with SEC and GAAP requirements.
· Firm Growth & Business Development: Drive business development initiatives by identifying new client opportunities, maintaining strong industry relationships, and actively participating in firm-wide growth strategies.
· Operational & Technical Excellence: Develop and enhance the firm’s training programs, providing guidance on new accounting standards and best practices.
· People & Culture Leadership: Mentor and develop professionals at all levels, fostering a culture of integrity, collaboration, and professional growth.
Who you are:
Education & Experience:
· Bachelor's Degree in Accounting, Finance, Business Administration, or Commerce (Master’s preferred).
· 14+ years of experience in accounting, finance, or consulting, including tenure at a Big 4 accounting firm.
· Deep expertise in U.S. GAAP, SEC reporting, and financial transactions.
Leadership & Client Engagement
· Proven ability to own and drive client relationships at the executive level.
· Strong ability to solve complex accounting issues and communicate solutions clearly.
· Track record of leading large-scale engagements and managing high-performing teams.
Entrepreneurial & Business Development Focus:
· Experience generating new business and expanding client relationships.
· Active participation in industry networks, business development, and thought leadership initiatives.
Culture & Mentorship:
· Committed to developing the next generation of accounting leaders.
· Demonstrates high ethical standards and a passion for excellence.
